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BCEQX: Sterling Capital Equity Index C (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/29/2007 |
| Last Dividend Date: | 03/27/2013 |
| 12-Mo. Yield | 0.50% |
| Expenses | 1.85% |
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Performance Analytics (As of 07/01/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/29/2007 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 18.2 | 16.4 | 5.1 | 1.5 | 12.6 | 13.9 | 0.2 | 13.3 | 24.6 | -37.8 | -2.9 |
| Sharpe Ratio | NA | 1.48 | 0.93 | 0.19 | 0.04 | 2.15 | 1.09 | 0.01 | 0.72 | 0.9 | -0.94 | -0.4 |
| Draw Down(%) | NA | 7.6 | 19.4 | 47.7 | 56.1 | 6.0 | 9.7 | 19.4 | 16.0 | 27.4 | 48.3 | 10.0 |
| Standard Deviation(%) | NA | 12.3 | 17.6 | 26.2 | 25.0 | 12.6 | 12.8 | 23.7 | 18.4 | 27.3 | 41.1 | 18.8 |
| Treynor Ratio | NA | 0.19 | 0.17 | 0.05 | 0.01 | 0.28 | 0.14 | 0.0 | 0.14 | 0.24 | -0.38 | -0.07 |
| Alpha | NA | -0.01 | -0.02 | -0.04 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 0.98 | 0.98 | 1.0 | 1.0 | 0.96 | 0.98 | 1.0 | 0.95 | 1.0 | 1.0 | 1.02 |
| RSquared | NA | 0.94 | 0.97 | 0.98 | 0.99 | 0.89 | 0.98 | 1.0 | 0.9 | 1.0 | 1.0 | 0.99 |
| Yield(%) | N/A | 0.5 | 0.5 | 0.5 | N/A | 0.1 | 0.5 | 0.2 | 0.6 | 0.7 | 0.9 | 0.6 |
| Dividend Growth(%) | N/A | 104.5 | -45.0 | N/A | N/A | -65.9 | 141.2 | -59.5 | -8.7 | -43.9 | 43.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/29/2007
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View Historical Data in an advanced chart |
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See LARGE BLEND Asset Class Trend Rankings |
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